[OB1kNOb]

Of the guys you mention, do you have any particular ones you personally favor reading/listening to that you think has a solid grasp of the big picture?

[gpk9]

"Of the guys you mention, do you have any particular ones you personally favor reading/listening to that you think has a solid grasp of the big picture?"

In a word, no.

I believe it is unwise to focus our attention on what any one person says. I believe it is far wiser to listen to what many people say, look for consistencies that agree with what we see happening around us, and develop our own picture of what is coming.

In the past few months I have spent hours each day doing that, and have what I believe is a pretty clear overall picture of what is coming.

It more or less agrees with what those folks are saying, and they all more or less agree with each other.